Converting Lead History to Account/Contact

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Hello,

I understand it is not an out-of-box functionality. I'd like to create a workflow that automatically copies any notes that are created for the lead and copies them as an activity record, e.g. a Task or Phone Call. This way users can continue to use the notes field without losing their data when qualifying leads. I'm a little confused as to which Entity I should be focusing on, and what kind of process. Grateful for any help anyone can give.

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

What kind of notes do you mean? Is is a field or annotations entity? If it is a field you can create a workflow that triggers when opportunity is created and copy data from originating lead. If you mean annotations I would suggest to copy it using plugin or custom workflow activity.

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Hi Andrii,

Thanks for the prompt reply. It's an annotations entity - an activity record (i.e. Notes, Phone Calls, etc.)

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a33ik 84,331 Most Valuable Professional on at

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Hello,

In this case you will have to develop code (plugin or custom workflow activity) that will retrieve notes and activities and create it for opportunity. Check similar thread - community.dynamics.com/.../115654

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alf 17,915 on at

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Hi Mike- if you are looking for an addon, our PowerOneView can display the activities from the related lead without having to copy the data:

www.powerobjects.com/.../roll-up-activities-on-leads-that-have-been-converted-to-contacts-in-dynamics-crm

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Thanks, Alex! This seems like a great solution - downloaded the trial this morning and will give it a shot.